How it works

Before something happens, know what may matter. When it does, know where to find it.

Collect your important documents, upload them into EnsureLoc, share selected documents with a Trusted Connection, and find what you need when you need it.

Purpose-built organization

Cloud storage holds files. EnsureLoc organizes important records.

Both keep files online, but they are designed for different jobs.

General cloud storage

  • Starts with folders
  • Leaves naming and structure to you
  • Works for many kinds of files

EnsureLoc

  • Starts with recognizable record types
  • Uses Quick-Add and document-management tools
  • Supports customer-controlled sharing

Four steps to important document management

1

Collect

Gather your important documents and information—insurance policies, emergency contacts, medication lists, IDs, wills, receipts, and other items you may need. Use the free Document Checkup to see what may apply to you.

2

Upload

Sign in to EnsureLoc and use Quick-Add to upload a file or take a photo of a document. Keep your important documents organized in one secure location, and update them when information changes.

3

Share

Share selected documents with a Trusted Connection—a family member, caregiver, executor, or someone else you trust. You choose which documents they can access and whether they can View, Upload, or Download.

4

Find

Open My Records from your phone or computer to find the documents you need when you need them. Your Trusted Connection can reach the documents you shared, using the permissions you set.

Free with Starter Vault

  • Document Checkup and life-event checklists
  • Secure member portal with Quick-Add
  • 500 MB secure storage
  • 1 Trusted Connection
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Paid memberships add

  • Expiration alerts and ongoing reminders
  • Up to 2, 5, or 10 Trusted Connections
  • 10, 25, or 100 GB secure storage
  • Household or business record tools
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EnsureLoc is self-service. You decide what to upload, how to name it, when to update it, and who may access it. EnsureLoc provides the platform and guidance but does not prepare records or manage claims.